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How to Assign or Reassign an Enrollee
How to Assign or Reassign an Enrollee

[Updated] Use the Unassigned area to easily add or remove Enrollees to and from Classes or Programs

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

This article only applies to Enrollees who already have an account in Enrollsy. Please read this article to learn how to enroll someone who does NOT have an account. Also, the Enrollee's current enrollment history DOES NOT need to be preserved.

If you need to preserve the enrollment history of the current enrollment, STOP reading and read this support article for instructions.

The Scenarios

  • An Enrollee needs to REASSIGN Classes (getting rid of one Class and adding another). When you REASSIGN an Enrollee, the previous enrollment will disappear and be replaced by the enrollment you move the Enrollee to.

  • An Enrollee needs to ADD a Class (in addition to current enrollments).

Important Information about ReAssigning/Re-Enrolling

  • Payment Plans are attached to the Program. When Admin users move Enrollees to another Class, the Payment Plan will divert to a Program-Level Payment Plan. If the Enrollee is moved to another Program and the previous enrollment is deactivated, any Payment Plan that was attached will disappear from the Enrollee's Billing page. If the enrollment is deactivated and deleted, both the enrollment and the billing will disappear.

  • Admins must manually add Invoices and/or Payment Plans to new enrollments. This means that after you move an Enrollee to a new Program/Class, you will have to create an Invoice for any fees currently due (i.e., "Due at Enrollment") or add an individual Payment Plan to their account.

What Happens When You Reassign

When you REASSIGN an Enrollee, the previous enrollment will disappear and be REPLACED by the enrollment you move the Enrollee to.

For example, Suzie enrolled in Art 101 but needs to switch to Music Composition instead. The Art 101 enrollment history DOES NOT need to be preserved. You reassign her to Music Composition via one of the steps below. Art 101 disappears from Suzie's enrollment page and is replaced with Music Composition.

Program & Class Setup

How you reassign Enrollees to a different Enrollment Period and/or Program depends on your Program setup. If you don't know, head to the Programs page and click on the pencil icon next to your Program. Click on Enrollment Model. Is it:

Reassign in Simple Enrollment Model

If your Program is set up on the Simple Enrollment Model, follow these steps;

Step 1 - Find the Enrollee in the Class on the Classes page.

Step 2 - Open the Class by clicking the down arrow on the far right of the Class.

Step 3 - Select the Enrollee by clicking the box to the left of the person's name.

Step 4 - Click "Reassign" and reassign to the Unassigned List.

Step 5a - The next step is to assign the Enrollee to the new Class. If the Class is in the SAME Program, click on "Assign" from the Unassigned List and choose the Class to move them to that Class.

Step 5b - If the Class is in a DIFFERENT Program, click the "Re-Enroll" button from the Unassigned List to change the Program. Once you choose the new Program, click on that Program and assign the Enrollee to the new Class.

Reassign in Days per Week Enrollment Model

If your Program is set up on the Days per Week Enrollment Model, follow these steps:

Step 1 - Find the Enrollee in the Class on the Classes page.

Step 2 - Open the Class by clicking the down arrow on the far right of the TOP Class (not the individual Classes).

Step 3 - Select the Enrollee by clicking in the box to the left of the person's name.

Step 4 - Click "Reassign" and reassign to the Unassigned List.

Step 5a - The next step is to assign the Enrollee to the new Class. If the Class is in the SAME Program, click on "Assign" from the Unassigned List and choose the Class to move them to that Class.

Step 5b - If the Class is in a DIFFERENT Program, click the "Re-Enroll" button from the Unassigned List to change the Program. Once you choose the new Program, click on that Program and assign the Enrollee to the new Class.

Step 6 - Open the top Class with all Enrollees, and find the Enrollee you just assigned to the Class. Click the "+Day" to add them to a Day. You will have to do this for each day they are enrolled.

Reassign in Classes Enrollment Model

If your Program is set up on the Classes Enrollment Model, follow these steps:

Step 1 - Find the Enrollee in the Class on the Classes page.

Step 2 - Open the Class by clicking the down arrow on the far right of the Class.

Step 3 - Select the Enrollee by clicking in the box to the left of the person's name.

Step 4 - Choose "--Class," and the Enrollee will automatically be assigned to the Unassigned List UNLESS the Enrollee is enrolled in other Classes with the same Program. In this case, you will have to click "Add" in the Unassigned List to add the Enrollee.

Step 5a - The next step is to assign the Enrollee to the new Class. If the Class is in the SAME Program, click on "Assign" from the Unassigned List and choose the Class to move them to that Class.

Step 5b - If the Class is in a DIFFERENT Program, click the "Re-Enroll" button from the Unassigned List to change the Program. Once you choose the new Program, click on that Program and assign the Enrollee to the new Class.


Add a Class

For this scenario, all you are doing is ADDING a Class in addition to any other enrollments the Enrollee may have.

Step 1 - Add Enrollee to Unassigned List in New Class

  • In the Unassigned List in the NEW Program, click "Add."

  • Search for the Enrollee in the search bar. Once you click on the Enrollee's name, they will be added to the Unassigned List.

Step 2 - Assign Enrollee to New Class

  • Select the Enrollee.

  • Click "Assign," and assign them to the new Class by clicking on the Class name.

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